Personal Financial Advisor & Planning Specialist

RHB Bank Berhad; Padang Serai; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Bank Berhad seeks a Personal Financial Consultant to provide comprehensive financial advice and solutions to individual clients. You will help clients reach financial goals using a range of banking products and wealth management services.

You will identify client needs, conduct analyses, present tailored plans, and maintain ongoing relationships while meeting regulatory requirements and sales targets.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• 2–3 years of experience in financial services, client-facing preferred.
• Certifications such as FIMM, PCE, CEILI are advantageous.

Responsibilities

• Proactively identify and engage with prospective clients to understand their financial needs and objectives.
• Conduct thorough financial needs analyses, including investment, insurance, retirement, and estate planning.
• Develop and present personalized financial plans and recommendations to clients, aligning with product offerings.
• Advise clients on products such as savings accounts, fixed deposits, unit trusts, insurance, loans, and wealth management solutions.
• Build and maintain strong, long-term client relationships with ongoing financial guidance and excellent service.
• Monitor and review client portfolios regularly, adjusting to market conditions and client circumstances.
• Ensure compliance with internal policies, procedures and regulatory requirements.
• Achieve individual sales targets and contribute to branch performance.
• Stay updated on market trends and new financial products and services.

Skills

Communication skills

Interpersonal skills

Presentation skills

Sales drive

Education

Bachelor's degree in Finance/Economics/Business Admin

Tools

Microsoft Office Suite

Job description

RHB Bank Berhad seeks a Personal Financial Consultant to provide comprehensive financial advice and solutions to individual clients. You will help clients reach financial goals using a range of banking products and wealth management services.

You will identify client needs, conduct analyses, present tailored plans, and maintain ongoing relationships while meeting regulatory requirements and sales targets.